crackpot, SFZ is not about domestic sinter feed sales, it is about planned expansion to 8mtpa export and a further expansion of additional 8mtpa export.
Early production at least gives some cashflow to cover costs, hence it should be viewed as such.
There really is no future just flogging sinter / small lump / undersize / waste / excess ROM to the domestic market.
Otherwise I am not sure what you were expecting.
SFZ Price at posting:
20.0¢ Sentiment: Buy Disclosure: Held
